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Original filing (PDF)20251015151433NAL0002649331001
SDII GLOBAL, LLC
Form 5500
FILING_RECEIVED
SDII GLOBAL, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
36% in single holding~89 bps in Sched C fees
Active participants
64
Accounts w/ balance
110
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Funds 500 Index Fund - Admiral" is 36% of plan.
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SDII GLOBAL, LLC.
Plan sponsor
Name
SDII GLOBAL, LLC
EIN
59-2954768
Address
4902 EISENHOWER BOULEVARD SUITE 250 · TAMPA, FL · 33634
Phone
(813) 496-9634
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS) ATTEST SERVICE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. | — | COLUMBUS, GA | OTHER | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
21 direct securities · 1 pooled fund· $4.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.8M
21 holdings
Common Collective Trust
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index Fund - Admiral | — | — | — | $1.7M | 35.4% | |
| Vanguard Funds Total Intl Stock Index Admiral | — | — | — | $779K | 15.8% | |
| Vanguard Funds Total Bond Market Index Admiral | — | — | — | $384K | 7.8% | |
| Vanguard Funds Small Cap Index Fund - Admiral | — | — | — | $356K | 7.2% | |
| Vanguard Funds Vanguard Windsor Adm | — | — | — | $226K | 4.6% | |
| American Funds Europacific Gr R6 | — | — | — | $204K | 4.2% | |
| Vanguard Funds Inter-Term Treasury Ind Admiral | — | — | — | $181K | 3.7% | |
| Principal Smallcap Growth I R6 | — | — | — | $173K | 3.5% | |
| Vanguard Funds Mid Cap Index Adm | — | — | — | $148K | 3.0% | |
| Vanguard Funds Target Retirement 2050 Inv | — | — | — | $102K | 2.1% | |
| T. Rowe Price Mid Cap Value I | — | — | — | $101K | 2.1% | |
| T. Rowe Price Large Cap Growth I | — | — | — | $99K | 2.0% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $88K | 1.8% | |
| Dodge & Cox Income X | — | — | — | $78K | 1.6% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $71K | 1.4% | |
| American Beacon Small Cap Value R6 | — | — | — | $70K | 1.4% | |
| Vanguard Funds Target Retirement 2070 Inv | — | — | — | $31K | 0.6% | |
| Vanguard Funds Target Retirement 2045 Inv | — | — | — | $23K | 0.5% | |
| Vanguard Funds Target Retirement 2020 Inv ** 44 Vanguard Funds Target Retirement 2025 Inv | — | — | — | $14K | 0.3% | |
| Vanguard Funds Target Retirement Income Inv | — | — | — | $10K | 0.2% | |
| Vanguard Funds Target Retirement 2030 Inv | — | — | — | $8K | 0.2% | |
| Vanguard Funds Target Retirement 2035 Inv ** 279 Vanguard Funds Target Retirement 2040 Inv | — | — | — | $6K | 0.1% |
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